There are issues of concern for advisors who work outside urban Canada
Although seg funds with guaranteed income have been the recent story in insurance, the trend is shifting (includes chart)
The pre-eminence of market conditions as a factor in the trajectory of advisors’ businesses is evident when looking at the channels (includes chart)
And two categories have risen in terms of advisor discontent (includes chart)
All signs indicate an economic recovery, but the bull market and its benefits are still elusive (includes chart)
Some industry execs see having older advisors as a benefit, but some observers say a shortage of fresh blood will cause problems (includes chart)
Reps point to personal support from executives and client educational materials (includes chart)
Many advisors say their firm’s due diligence efforts on new products are solid, but others say they go too far (includes chart)
Advisors say firms are putting additional resources into support for helping clients reach — and thrive in — retirement
The firms that provided advisors with information and other methods of comprehensive support earned top marks (includes chart)